Vontobel Holding’s iShares Global Financials ETF IXG Stock Holding History

Vontobel Holding’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,000	Closed	-$350K	–	1480
2025 Q3	$350K	Sell	3,000 -1,000	-25%	-$114K	﹤0.01%	1054
2025 Q2	$443K	Sell	4,000 -2,000	-33%	-$210K	﹤0.01%	937
2025 Q1	$618K	Buy	6,000 +3,000	+100%	+$305K	﹤0.01%	718
2024 Q4	$288K	Buy	+3,000	New	+$292K	﹤0.01%	926
2023 Q2	–	Sell	-4,026	Closed	-$278K	–	1117
2023 Q1	$278K	Buy	+4,026	New	+$294K	﹤0.01%	903

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Vontobel Holding's IXG Position: Q4 2025 in Review

Vontobel Holding sold out of iShares Global Financials ETF (IXG) in Q4 2025, closing a stake of 3,000 shares — an estimated $350K sold.

Vontobel Holding first reported a position in IXG in Q1 2023 and held it in 5 quarters. The position peaked at $618K in Q1 2025. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

Vontobel Holding reported no remaining iShares Global Financials ETF position as of Q4 2025 after selling out during the quarter.
Vontobel Holding sold 3,000 iShares Global Financials ETF shares in Q4 2025, an estimated $350K.
Vontobel Holding first reported a position in iShares Global Financials ETF in Q1 2023 and held it in 5 quarters.
Vontobel Holding's iShares Global Financials ETF position peaked at $618K in Q1 2025.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on Vontobel Holding's 13F filing for Q4 2025, filed 13 Feb 2026.